Top 20 ETF stock exposure

Rank ETF Weight % in ETF
1 NBSM 1.23%
2 SAWS 1.23%
3 RNMC 0.98%
4 FSCS 0.97%
5 PRN 0.95%
6 XSLV 0.87%
7 PSCI 0.83%
8 CAFG 0.74%
9 GRPZ 0.71%
10 XSHQ 0.58%
11 XSMO 0.48%
12 RZG 0.48%
13 FYC 0.44%
14 DWAS 0.42%
15 VUSE 0.40%
16 TFPN 0.39%
17 VIOG 0.38%
18 SLYG 0.36%
19 RNSC 0.31%
20 FSGS 0.31%

Top 20 institutional holders

Rank Holder SharesFloat % Change Date reported
1 BlackRock Inc 8.29M (15.49%) -215.01K
Decreased by -2.59%
Mar 31, 25
2 Vanguard Group Inc 5.99M (11.20%) -126.78K
Decreased by -2.12%
Mar 31, 25
3 Kayne Anderson Rudnick Investment Management LLC 5.09M (9.52%) 113.52K
Increased by +2.23%
Mar 31, 25
4 Capital Research & Mgmt Co - Division 3 4.35M (8.13%) 0.00
Increased by 0.00%
Mar 31, 25
5 Clarkston Capital Partners, LLC 4.04M (7.55%) -978.16K
Decreased by -24.21%
Sep 30, 23
6 Neuberger Berman Group LLC 3.31M (6.19%) 1.12M
Increased by +33.89%
Mar 31, 25
7 State Street Corp 2.30M (4.30%) -106.12K
Decreased by -4.61%
Mar 31, 25
8 State Street Corporation 2.08M (3.89%) 40.66K
Increased by +1.95%
Mar 31, 24
9 Barrow Hanley Mewhinney & Strauss LLC 1.95M (3.64%) -263.57K
Decreased by -13.55%
Mar 31, 25
10 Dimensional Fund Advisors, Inc. 1.43M (2.68%) -83.77K
Decreased by -5.85%
Mar 31, 25
11 Champlain Investment Partners, LLC 1.42M (2.65%) 198.42K
Increased by +14.01%
Mar 31, 25
12 T. Rowe Price Investment Management,Inc. 1.30M (2.44%) -187.64K
Decreased by -14.40%
Mar 31, 25
13 Jennison Associates LLC 1.28M (2.40%) -767.35K
Decreased by -59.73%
Mar 31, 25
14 Geode Capital Management, LLC 1.28M (2.40%) 47.34K
Increased by +3.68%
Mar 31, 25
15 Cooke & Bieler LP 1.06M (1.97%) -31.89K
Decreased by -3.02%
Mar 31, 25
16 Ameriprise Financial Inc 971.46K (1.82%) 436.15K
Increased by +44.90%
Mar 31, 25
17 GW&K Investment Management, LLC 759.57K (1.42%) 237.76K
Increased by +31.30%
Mar 31, 25
18 SouthernSun Asset Management, LLC 697.22K (1.30%) -146.18K
Decreased by -20.97%
Mar 31, 25
19 Amvescap Plc. 642.14K (1.20%) 67.24K
Increased by +10.47%
Mar 31, 25
20 Morgan Stanley - Brokerage Accounts 627.79K (1.17%) 836.00
Increased by +0.13%
Mar 31, 25

Top 20 mutual fund holders

Rank Holder SharesFloat % Change Date reported
1 American Funds SMALLCAP World A 4.35M (8.13%) 0.00
Increased by 0.00%
Mar 31, 25
2 Clarkston Capital SMID Composite 4.04M (7.55%) -978.06K
Decreased by -24.21%
Sep 30, 23
3 iShares Core S&P Small-Cap ETF 3.27M (6.11%) 0.00
Increased by 0.00%
May 31, 25
4 Virtus KAR Small-Cap Growth I 2.83M (5.29%) -319.00K
Decreased by -11.26%
Mar 31, 25
5 Neuberger Berman Genesis Inv 1.90M (3.56%) 597.36K
Increased by +31.36%
Mar 31, 25
6 Vanguard Total Stock Mkt Idx Inv 1.74M (3.26%) 1.92K
Increased by +0.11%
May 31, 25
7 Vanguard US Total Market Shares ETF 1.69M (3.15%) 1.50K
Increased by +0.09%
Sep 30, 24
8 Clarkston Partners Founders 1.46M (2.72%) -484.04K
Decreased by -33.27%
Sep 30, 23
9 Vanguard Small Cap Index 1.37M (2.56%) 5.04K
Increased by +0.37%
May 31, 25
10 iShares Russell 2000 ETF 1.36M (2.54%) 0.00
Increased by 0.00%
May 31, 25
11 Champlain Small Company Fund, LLC 981.39K (1.83%) -42.62K
Decreased by -4.34%
May 31, 25
12 Vanguard Institutional Extnd Mkt Idx Tr 853.00K (1.59%) 6.16K
Increased by +0.72%
May 31, 25
13 Vanguard Small Cap Growth Index Inv 754.59K (1.41%) -4.97K
Decreased by -0.66%
May 31, 25
14 American Beacon Small Cp Val R5 741.59K (1.39%) 0.00
Increased by 0.00%
Apr 30, 25
15 SouthernSun Small Cap 673.77K (1.26%) -117.83K
Decreased by -17.49%
Mar 31, 25
16 State Street Instl Small-Cap Equity Inv 619.89K (1.16%) 8.50K
Increased by +1.37%
Feb 29, 24
17 T. Rowe Price Small-Cap Stock 573.78K (1.07%) -35.13K
Decreased by -6.12%
Mar 31, 25
18 T. Rowe Price US Small-Cap Core Equity 573.78K (1.07%) -90.32K
Decreased by -15.74%
Mar 31, 25
19 T. Rowe Price U.S. SC Core Eq Tr-Z 552.43K (1.03%) -216.20K
Decreased by -39.14%
Mar 31, 24
20 Fidelity® Small Cap Index 544.58K (1.02%) 14.76K
Increased by +2.71%
Oct 31, 23